See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 | Other Fees | $9,034 |
Service code 99 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 861990067 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,032 | $48,576-21.7% | $169,463-77.6% | $56,287-32.4% |
| Participation rate | 28.1% | 65.8%-37.7pp | 77.8%-49.7pp | 69.9%-41.7pp |
| Annual return | -4.45% | -2.51%-1.9pp | 1.83%-6.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,159-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,514 | $3,275-53.8% | $5,277-71.3% | $3,350-54.8% |
| Admin fee / account holder | $14 | $435-96.7% | $9,109-99.8% | $521-97.3% |